Recent Discussions

Discussion List

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  Unable to add Techron Advantage Card (Synchrony Bank)

  Closed ClaudiaH 31 views 3 comments 0 points Most recent by Coach Jon August 2025Adding and Updating Accounts
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  Merged: put back [amount] left per day right on the home dashboard! (edited)

  Closed jshand01 11 views 0 comments 0 points Most recent by SRC54 August 2025Feedback
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  Reconciling the Accounts (Checking, Savings, Credit Cards, etc.)

  Closed Dick_Davis 153 views 10 comments 0 points Most recent by SRC54 August 2025Feedback
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  Merged: Fidelity Investments Connectivity Issues

  Closed Mortimer Duke 1 view 0 comments 0 points Most recent by SRC54 August 2025Adding and Updating Accounts
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  Projected Cash Flow Shows Future Months (edited)

  Closed Dick_Davis 31 views 7 comments 0 points Most recent by DryHeat August 2025Projected Cash Flow
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  Recycle Bin for Deleted Transactions (edited)

  Active coltrane 252 views 12 comments 32 points Most recent by Dick_Davis August 2025Feature Requests
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  The portfolio Tab of the Investment does not get updated for certain Holdings

  Closed SudipChoudhury 63 views 3 comments 0 points Most recent by Coach Jon July 2025Investments
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  Ally Bank not linking Care Code: FDP-103

  Closed jacobhixson 192 views 16 comments 0 points Most recent by Coach Natalie July 2025Adding and Updating Accounts
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  Better Automatic Transaction Merging [Edited]

  Active Jim Nissen 22 views 3 comments 9 points Most recent by explorer2024 July 2025Feature Requests
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  Merged: WOW someone finally did it, Spending Plans that Make sense

  Closed FinTechMan 1 view 0 comments 0 points Started by FinTechMan July 2025 Share your Success!
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  Support for Booz Allen ECAP Retirement [edited]

  In Review sluxenberg 853 views 26 comments 2 points Most recent by jmille22 July 2025Report Missing Financial Institution
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  QBP: Combine unbilled project line items into one line on Invoices (edited)

  Active jsd742 1 view 0 comments 1 point Started by jsd742 July 2025 Quicken Business & Personal Feature Requests
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  National Bank of Canada doesn't work (FDP-106 error)

  Closed Unbreakable1989 11 views 1 comment 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
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  New Bank / Mortgage Request - Lakeview (edited)

  Closed Jake Pratt 42 views 1 comment 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
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  Ability to See and Edit Savings Goal Contributions and Withdraws [edited] (1 Merged Vote)

  Active JTerbeek 445 views 15 comments 66 points Most recent by KDC1996 July 2025Feature Requests
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  Ability to Select All and Unselect All accounts on Bills & Income > Cash Flow page (edited)

  Active Earlsrock 11 views 1 comment 5 points Most recent by MishaM July 2025Feature Requests
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  Nationwide Retirement NOT resolved - FDP-106 (edited)

  Closed jsharpe27 112 views 11 comments 0 points Most recent by cl134 July 2025Adding and Updating Accounts
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  Merged: Savings Goals Sort and Save Settings Enhancements

  Closed engelfisch 1 view 0 comments 1 point Started by engelfisch July 2025 Feature Requests
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  Missing Transactions

  Closed damnedxer 21 views 3 comments 0 points Most recent by SRC54 July 2025Troubleshooting
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  Virgin Red Rewards Mastercard Support (Synchrony Financial)

  Active mrharris03 101 views 8 comments 1 point Most recent by Chamonyx July 2025Report Missing Financial Institution
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  Certain transactions always come auto flagged as "exclude from spending plan" (edited)

  Closed nrp06 213 views 27 comments 0 points Most recent by EL1234 July 2025Using the Spending Plan
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  Unable to add PayPal Savings (edited)

  Closed douglastgraham 133 views 4 comments 0 points Most recent by rwhoppe July 2025Adding and Updating Accounts
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  Accounts with Fidelity showing incorrect balances and transactions after update

  Closed jwfly35 41 views 2 comments 0 points Most recent by Coach Jon July 2025Adding and Updating Accounts
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  HSBC UK

  Closed HydroHeath 11 views 1 comment 1 point Most recent by Coach Natalie July 2025Adding and Updating Accounts
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  Merged: Wise

  Closed HydroHeath 1 view 0 comments 1 point Started by HydroHeath July 2025 Report Missing Financial Institution
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  Heartland Credit Union of MN

  Active csraw 21 views 3 comments 4 points Most recent by BenDavis2003 July 2025Report Missing Financial Institution
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  Search within attachments

  Active bowgy4 21 views 3 comments 8 points Most recent by Coach Natalie July 2025Feature Requests
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  Many of my Accounts are "failing" attempting to connect to the new method

  Closed rburke789 21 views 1 comment 0 points Most recent by Coach Natalie July 2025Bills and Income
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  Mobile phone widget for adding a transaction (edited)

  Active K-rutt 1 view 0 comments 2 points Started by K-rutt July 2025 Feature Requests
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  1
  Ability to automatically include non-recurring income in the Spending Plan (edited)

  Already Offered Closed MishaM 41 views 2 comments 1 point Most recent by EL1234 July 2025Feature Requests